We are live on ! Find out more
FSTA icon

Fidelity MSCI Consumer Staples Index ETF

79 hedge funds and large institutions have $257M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $230M → $257M (+$26.9M)

11% more funds holding

Funds holding: 7179 (+8)

0.2% less ownership

Funds ownership: 48.97%48.77% (-0.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
34
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$1.22M +$173K +5,040 +17%
ECM
27
Exchange Capital Management
Michigan
$1.19M +$56.8K +1,654 +5%
SPC
28
Sigma Planning Corp
Michigan
$1.14M -$305K -8,892 -21%
5L
29
55I LLC
Massachusetts
$1.07M +$1.06M +30,831 New
AW
30
ACG Wealth
Georgia
$1.07M +$1.06M +30,812 New
Citadel Advisors
31
Citadel Advisors
Florida
$1.06M +$1.04M +30,372 New
NAM
32
NorthCoast Asset Management
Connecticut
$997K +$984K +28,648 New
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$908K +$285K +8,307 +47%
BCA
34
Bray Capital Advisors
Florida
$890K
AI
35
Atria Investments
North Carolina
$864K +$838K +24,404 New
SAM
36
Shamrock Asset Management
Texas
$796K -$6.25K -182 -0.8%
LPL Financial
37
LPL Financial
California
$735K +$110K +3,202 +18%
RBFC
38
Roman Butler Fullerton & Co
Missouri
$719K +$5.5K +160 +0.8%
BCM
39
Beck Capital Management
Texas
$677K +$46.9K +1,365 +8%
MWC
40
MKD Wealth Coaches
Michigan
$665K +$7.83K +228 +1%
AB
41
Atlas Brown
Kentucky
$657K +$42.3K +1,233 +7%
LA
42
Lynch & Associates
Indiana
$634K +$42.3K +1,232 +7%
FTS
43
Fifth Third Securities
Ohio
$538K +$532K +15,478 New
SSWM
44
Smith Salley Wealth Management
North Carolina
$512K +$4.22K +123 +0.8%
FHA
45
Flagship Harbor Advisors
Massachusetts
$388K +$132K +3,836 +52%
FA
46
FMA Advisory
Pennsylvania
$374K -$9.14K -266 -2%
CH
47
Canton Hathaway
Rhode Island
$367K +$120K +3,508 +50%
SCA
48
Snowden Capital Advisors
New York
$340K +$13.9K +404 +4%
HCA
49
Heck Capital Advisors
Wisconsin
$334K +$69.7K +2,030 +27%
WIA
50
World Investment Advisors
California
$321K +$318K +9,246 New